XOi

RATING:

4.5

(8)
Overview

About XOi

XOi empowers field service business owners and decision-makers to make better, data-backed business decisions. The technology goes beyond the capabilities of standard FSM, CRM, ERP and photo app technology to deliver a communication tool that will completely transform a field service business. XOi technology is the hub in which every part of the job—from the field to the office—connects. It all starts with the technician. When a tech uses XOi to take a simple dataplate photo on the job, XOi utilizes AI and Machine Learning to unlock data trends that can be used to identify revenue opportunities and bring a new level of efficiency to your techs, back office, customers, and distributors.

XOi Pricing

Starting price: 

$59.00 

Free trial: 

Not Available

Free version: 

Not Available

Jobsite information is easily captured within workflow steps in the XOi app.
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XOi Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4

Functionality

4.5

Most Helpful Reviews for XOi

8 Reviews

User Profile

Sherwood

Verified reviewer

Construction, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2018

Revolutionizing how we interact with the customer in a transparent way.

Increased Service Revenue and a trust with the customer due to the transparency of video.

PROS

It dramatically shortens the life-cycle of selling or repair because the customer get a real-time video of the problem. They usually move forward with the repair or work much quicker.

CONS

The wearable devices need to be expanded to include much more selection. The video glasses must be more "user friendly" and "ergonomic." Need give the feeling and sense of not even being there.

Andrew

Automotive, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Very comprehensive CRM software

Great. The training team made it easy to swap over, spending almost two weeks with us

PROS

Everything is well tracked and metrics easily available for management. The layout for the employees is also easy for them to see where they are

CONS

Lead handling when left to a Round Robin protocol. It was very confusing as opposed to the first person available grabbing the leads

Reason for choosing XOi

My first CRM, just wanted to go back

Reasons for switching to XOi

Needed a professional CRM

Brett

Consumer Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

5

VALUE FOR MONEY

2

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed December 2023

Great product very expensive

It’s an ok tool but overall the price exceeds its value. On the low end it’s a more robust and easily organized and sorted video and picture storage. The real power is in the service bulletin, tech support and other advanced features. However, the monthly cost is prohibitive with the advantage features, therefore cause a price to value disparity.

PROS

I really like the data management aspect and ability to easily store job information, visually

CONS

All functionality is add on after add on. The low level cost vs value is ok but as you add or want to add the more helpful features the value quickly gets over taken by the high monthly cost.

Poney

Construction, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed October 2018

Residential technicians

Another benefit is when there is an area of concern (such as property damage) tech can make video that can be stored permanently

PROS

As a residential HVAC tech, many times I deal with the homeowner who is not the decision maker. With this I can send a video to spouse who can then authorize repair or replacement

CONS

Not their fault, but how well sofware works largely depends on cellular service

Jammie

Medical Practice, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Very easy to use

Overall it's a very easy system to use and I would recommend to anyone.

PROS

Vision is a very easy system to use. If you have someone who isn't computer savvy then they will be able to use this software.

CONS

The only part I dont like is trying to fax a document that was faxed and put in the system will sometimes not want to fax back out.

Tiffany

Consumer Electronics, 10,000+ employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed September 2020

Easy to use!

My overall experience with this app since ive been employed has been mostly good, after the updates its been so much better.

PROS

I like that it has a very easy to navigate interface. I can enter my sales very easily. The fact that I can look up my previous inputs helps tremendously.

CONS

Its sometimes slow to come up and glitches sometimes when inputing forms but its only when inputting one after the other.

Matt

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2018

The team is great to work with.

PROS

When you have a issue and let the support team know about they get right on to solving your issues. Fast response and extremely friendly. They always are available.

CONS

We as a team would like to use the app to upload pictures. Our service technicians could upload pictures past jobs then.

User Profile

Weronika

Verified reviewer

Mechanical or Industrial Engineering, 51-200 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed January 2019

Good demonstration software

PROS

It is easy to use and suitable for any businesses as demonstration software and much more

CONS

Unfortunately the software freezes and becomes unresponsive. This results in the need to restart the program

8 Reviews